Demonstrates basic rules of how to read a candlestick chart, long and short term moving averages, stochastic, MACD and relative strength (RS) charts. Explains how bull or bear market condition is computed.

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management. The Consumer & Community Banking segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; residential mortgages and home equity loans; and credit cards, payment processing services, auto loans and leases. The Corporate & Investment Bank segment provides investment banking products and services, including advising on corporate strategy and structure, and capital-raising in equity and debt markets, as well as loan origination and syndication; treasury services, such as cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The Commercial Banking segment offers financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners. The Asset & Wealth Management segment provides investment and wealth management services across various asset classes, such as equities, fixed income, alternatives, and money market funds; multi-asset investment management services; retirement services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. As of October 1, 2018, the company operated through a network of approximately 5,100 branches. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Financial Statements

The charts below show selected Annual and Quarterly Financial Data.

The purpose of these charts is to discover long and short term change dynamics. When numbers are growing year after year in the annual statements chart, the business become stronger and stronger and this is a good sign.

Quarterly Data Chart can be used to do a short term analysis. It makes sense to pay attention to the quarterly dynamics and do not wait for the next yearly statement. We should be alerted if we see that quarterly numbers are going down.

Annual Statements

On a charts below the Line shows absolute values and the Bar chart shows Year-Over-Year Growth Rate for selected financial statement item.
A consistent GROWTH is generally considered necessary to fund future growth from within a business.
NOTE: Growth Rate is not provided if either the latest period or the year-ago period contains a net loss.
(source: WSJ Digest of Earnings)
TIP! move your mouse pointer over bar or a circle on any chart below to see details.

Financial Statements

Income Statement

Cash Flow Statement

Balance Sheet

Liquidity Ratios

Current Ratio

Current Ratio measures the ability to meet short term obligations. Generally accepted standard is 2 (current assets should be 2 times or 200% of current liabilities).

Quick Ratio

Measures immediate liquidity or the cash available to cover immediate liabilities. A safe margin would be at least 1 (100%).

Financial Leverage

Defined as total assets divided by total shareholders' equity. The higher the ratio, the more debt a company uses in its capital structure.

Profitability Ratios

ROA

Return on Assets (ROA) measures the income (profit) that is generated by the use of the assets of the business.

ROE

Return on Equity (ROE) is a measure of profitability that calculates how many dollars of profit a company generates with each dollar of shareholders equity.
ROE is sometimes called "return on net worth."

ROIC

The Return on Invested Capital (ROIC) measure gives a sense of how well a company is using its money to generate returns. Some investors use this figure as a final evaluation to determine whether or not to invest in a company.

Annual Statements

Item Name

Dec '07

Dec '08

Dec '09

Dec '10

Dec '11

Dec '12

Dec '13

Dec '14

Dec '15

Dec '16

Dec '17

Equity (BVPS)

36.59

36.16

39.88

43.04

46.25

51.27

52.05

56.86

59.96

64.10

67.82

growth rate

-1.2%

10.3%

7.9%

7.5%

10.9%

1.5%

9.2%

5.5%

6.9%

5.8%

Earnings BIT

22,810.00

4,680.00

16,070.00

24,860.00

26,750.00

28,920.00

25,910.00

38,596.00

38,165.00

44,354.00

50,175.00

growth rate

-79.5%

243.4%

54.7%

7.6%

8.1%

-10.4%

49.0%

-1.1%

16.2%

13.1%

Avg.PE

9.97

37.59

18.59

10.71

7.42

8.45

13.44

11.58

9.59

14.99

18.60

growth rate

277.0%

-50.6%

-42.4%

-30.7%

13.9%

59.1%

-13.8%

-17.2%

56.3%

24.1%

ROA

1.05

0.30

0.42

0.76

0.80

0.86

0.70

0.81

0.91

0.93

0.90

growth rate

-71.4%

40.0%

81.0%

5.3%

7.5%

-18.6%

15.7%

12.4%

2.2%

-3.2%

ROE

12.86

4.34

6.01

9.69

10.21

10.72

8.40

9.75

10.34

10.05

9.86

growth rate

-66.3%

38.5%

61.2%

5.4%

5.0%

-21.6%

16.1%

6.1%

-2.8%

-1.9%

ROIC

13.07

6.77

3.80

5.07

5.48

5.56

4.31

4.54

growth rate

-48.2%

-43.9%

33.4%

8.1%

1.5%

-22.5%

5.3%

Leverage

12.68

16.12

12.93

12.58

12.89

12.10

12.08

12.14

10.62

10.92

11.03

growth rate

27.1%

-19.8%

-2.7%

2.5%

-6.1%

-0.2%

0.5%

-12.5%

2.8%

1.0%

Balance Sheet

Dec '07

Dec '08

Dec '09

Dec '10

Dec '11

Dec '12

Dec '13

Dec '14

Dec '15

Dec '16

Dec '17

Acct.Receivable

61,478.00

60,933.00

65,160.00

70,079.00

46,605.00

52,330.00

67,729.00

growth rate

-0.9%

6.9%

7.6%

-33.5%

12.3%

29.4%

Acct.Payable

202,895.00

195,240.00

194,491.00

1,431,799.00

1,345,321.00

1,442,960.00

1,516,530.00

growth rate

-3.8%

-0.4%

636.2%

-6.0%

7.3%

5.1%

Cur.Assets

1,316,406.00

1,064,499.00

1,143,554.00

1,186,903.00

growth rate

-19.1%

7.4%

3.8%

Total Assets

2,175,052.00

2,031,989.00

2,117,605.00

2,265,792.00

2,359,141.00

2,415,689.00

2,572,274.00

2,351,698.00

2,490,972.00

2,533,600.00

growth rate

-6.6%

4.2%

7.0%

4.1%

2.4%

6.5%

-8.6%

5.9%

1.7%

Cash

165,034.00

89,436.00

49,240.00

380,195.00

471,833.00

603,938.00

18,013.00

6,775.00

4,637.00

1,246.00

growth rate

-45.8%

-44.9%

672.1%

24.1%

28.0%

-97.0%

-62.4%

-31.6%

-73.1%

Inventory

473.00

325.00

349.00

265.00

growth rate

-31.3%

7.4%

-24.1%

Cur.Liabilities

2,011,848.00

1,773,595.00

1,902,490.00

1,985,783.00

growth rate

-11.8%

7.3%

4.4%

Liabilities

2,008,168.00

1,866,624.00

1,941,499.00

2,082,219.00

2,155,072.00

2,204,511.00

2,340,547.00

2,104,125.00

2,236,782.00

2,277,907.00

growth rate

-7.1%

4.0%

7.3%

3.5%

2.3%

6.2%

-10.1%

6.3%

1.8%

LT Debt

213,030.00

2,008.00

2,009.00

2,010.00

398,470.00

380,942.00

405,633.00

328,699.00

330,530.00

334,292.00

292,124.00

growth rate

-99.1%

0.1%

0.1%

19,724.4%

-4.4%

6.5%

-19.0%

0.6%

1.1%

-12.6%

Equity

123,221.00

166,884.00

165,365.00

176,106.00

183,573.00

204,069.00

211,178.00

211,664.00

221,505.00

228,122.00

229,625.00

growth rate

35.4%

-0.9%

6.5%

4.2%

11.2%

3.5%

0.2%

4.7%

3.0%

0.7%

Common Shares

3,508.00

3,522.00

3,880.00

3,977.00

3,920.00

3,822.00

3,815.00

3,798.00

3,773.00

3,690.00

3,577.00

growth rate

0.4%

10.2%

2.5%

-1.4%

-2.5%

-0.2%

-0.5%

-0.7%

-2.2%

-3.1%

Cash Flow Statement

Dec '07

Dec '08

Dec '09

Dec '10

Dec '11

Dec '12

Dec '13

Dec '14

Dec '15

Dec '16

Dec '17

Capital Expenditures

0.00

0.00

0.00

0.00

0.00

0.00

growth rate

Cash Dividends

5,051.00

5,911.00

3,422.00

1,486.00

3,895.00

5,194.00

6,056.00

6,990.00

7,873.00

8,476.00

8,993.00

growth rate

17.0%

-42.1%

-56.6%

162.1%

33.4%

16.6%

15.4%

12.6%

7.7%

6.1%

Cash From OA

-110,560.00

23,098.00

122,797.00

-3,752.00

95,932.00

25,079.00

107,953.00

36,593.00

73,466.00

20,196.00

-2,501.00

growth rate

100.0%

431.6%

-100.0%

100.0%

-73.9%

330.5%

-66.1%

100.8%

-72.5%

-100.0%

FCF per Share

-31.52

6.41

31.42

-0.94

17.12

6.56

28.93

0.25

22.95

-0.69

6.41

growth rate

100.0%

390.2%

-100.0%

100.0%

-61.7%

341.0%

-99.1%

9,080.0%

-100.0%

100.0%

Sale Purchase of Stock

-8,863.00

-419.00

-2,716.00

4,087.00

277.00

-9,082.00

-15,410.00

growth rate

0.0%

0.0%

100.0%

-93.2%

-100.0%

0.0%

FCF

-110,560.00

23,098.00

121,897.00

-3,752.00

95,932.00

25,079.00

107,953.00

36,593.00

73,466.00

20,196.00

-2,501.00

growth rate

100.0%

427.7%

-100.0%

100.0%

-73.9%

330.5%

-66.1%

100.8%

-72.5%

-100.0%

Income Statement

Dec '07

Dec '08

Dec '09

Dec '10

Dec '11

Dec '12

Dec '13

Dec '14

Dec '15

Dec '16

Dec '17

Sales

71,370.00

67,252.00

100,434.00

102,694.00

89,660.00

93,646.00

97,142.00

91,973.00

89,202.00

90,307.00

93,689.00

growth rate

-5.8%

49.3%

2.3%

-12.7%

4.5%

3.7%

-5.3%

-3.0%

1.2%

3.8%

Op.Income

2,773.00

16,067.00

24,859.00

18,976.00

21,284.00

17,886.00

33,582.00

33,158.00

34,219.00

35,220.00

growth rate

479.4%

54.7%

-23.7%

12.2%

-16.0%

87.8%

-1.3%

3.2%

2.9%

IBT

2,773.00

16,067.00

24,859.00

26,749.00

28,917.00

26,675.00

30,699.00

30,702.00

34,536.00

35,900.00

growth rate

479.4%

54.7%

7.6%

8.1%

-7.8%

15.1%

0.0%

12.5%

4.0%

Net Income

5,605.00

11,728.00

17,370.00

18,976.00

21,284.00

17,886.00

21,745.00

24,442.00

24,733.00

24,441.00

growth rate

109.2%

48.1%

9.3%

12.2%

-16.0%

21.6%

12.4%

1.2%

-1.2%

EPS

4.38

1.35

2.26

3.96

4.48

5.20

4.34

5.29

6.00

6.19

6.31

growth rate

-69.2%

67.4%

75.2%

13.1%

16.1%

-16.5%

21.9%

13.4%

3.2%

1.9%

Gross Profit

89,660.00

93,646.00

97,142.00

91,973.00

89,202.00

90,307.00

93,689.00

growth rate

4.5%

3.7%

-5.3%

-3.0%

1.2%

3.8%

Quarterly Statements

Item Name

Sep '17

Dec '17

Mar '18

Jun '18

Sep '18

Earnings BIT

13,445.00

12,220.00

15,045.00

growth rate

-9.1%

23.1%

Balance Sheet

Sep '17

Dec '17

Mar '18

Jun '18

Sep '18

Acct.Receivable

61,757.00

67,729.00

72,659.00

growth rate

9.7%

7.3%

Acct.Payable

1,621,770.00

1,516,530.00

1,663,281.00

1,635,856.00

1,656,413.00

growth rate

-6.5%

9.7%

-1.7%

1.3%

Cur.Assets

1,230,266.00

1,186,903.00

1,241,229.00

1,211,549.00

1,235,233.00

growth rate

-3.5%

4.6%

-2.4%

2.0%

Total Assets

2,563,074.00

2,533,600.00

2,609,785.00

2,590,050.00

2,615,183.00

growth rate

-1.2%

3.0%

-0.8%

1.0%

Cash

22,071.00

1,246.00

24,912.00

405,330.00

419,107.00

growth rate

-94.4%

1,899.4%

1,527.1%

3.4%

Inventory

262.00

265.00

257.00

239.00

237.00

growth rate

1.2%

-3.0%

-7.0%

-0.8%

Cur.Liabilities

1,986,165.00

1,985,783.00

2,056,444.00

2,037,038.00

2,064,765.00

growth rate

0.0%

3.6%

-0.9%

1.4%

Liabilities

2,304,692.00

2,277,907.00

2,353,584.00

2,332,592.00

2,356,227.00

growth rate

-1.2%

3.3%

-0.9%

1.0%

LT Debt

317,006.00

292,124.00

296,033.00

294,437.00

290,365.00

growth rate

-7.9%

1.3%

-0.5%

-1.4%

Equity

232,314.00

229,625.00

230,133.00

231,390.00

231,192.00

growth rate

-1.2%

0.2%

0.6%

-0.1%

Common Shares

4,105.00

4,105.00

4,105.00

4,105.00

4,105.00

growth rate

0.0%

0.0%

0.0%

0.0%

Cash Flow Statement

Sep '17

Dec '17

Mar '18

Jun '18

Sep '18

Capital Expenditures

growth rate

Cash Dividends

2,092.00

2,515.00

2,236.00

2,480.00

2,273.00

growth rate

20.2%

-11.1%

10.9%

-8.4%

Cash From OA

-3,014.00

13,537.00

-35,109.00

35,685.00

13,189.00

growth rate

100.0%

-100.0%

100.0%

-63.0%

Sale Purchase of Stock

-4,763.00

-4,808.00

-4,671.00

growth rate

0.0%

0.0%

FCF

growth rate

Income Statement

Sep '17

Dec '17

Mar '18

Jun '18

Sep '18

Sales

23,874.00

22,845.00

26,742.00

26,543.00

26,312.00

growth rate

-4.3%

17.1%

-0.7%

-0.9%

Op.Income

9,449.00

8,047.00

10,732.00

10,572.00

10,709.00

growth rate

-14.8%

33.4%

-1.5%

1.3%

IBT

9,556.00

8,254.00

10,662.00

10,572.00

10,689.00

growth rate

-13.6%

29.2%

-0.8%

1.1%

Net Income

6,732.00

4,232.00

8,712.00

8,316.00

8,380.00

growth rate

-37.1%

105.9%

-4.6%

0.8%

EPS

growth rate

Gross Profit

23,874.00

22,845.00

26,742.00

26,543.00

26,312.00

growth rate

-4.3%

17.1%

-0.7%

-0.9%

R&D

growth rate

Growth Grade & Financial Ratios

All financial ratios below are calculated based on latest annual statements available and present the most up to date snapshot of a company finances.